Practical analysis for investment professionals

Leadership, Management & Communication Skills


Women and Wealth: Three Findings and Their Risks

What are the major takeaways from a decade of researching women and finance?

The Investment Case for Culture

How can we meet the dual challenge of investor preferences and investment outcomes?

How to Read Financial News Redux: The Complete Series

How should you approach financial news? Robert J. Martorana, CFA, shares his advice.

“Aim Higher”: Bonnie St. John’s Keys to Career Success

“Do you have a sponsor who's willing to bet on you?” Olympic medalist Bonnie St. John asks.

Suddenly Single: How to Plan with Female Clients

We all start out single and most women, whether they marry or not, will end up that way. Barbara Stewart, CFA, considers the implications.

Veterans and Finance: The Value Proposition

Won Palisoul talks to Jim Cemprola about what veterans can do for finance and what finance can do for veterans.

Gender Lens Equity Funds and Women in Leadership: A Report

What does the recent performance of gender lens funds look like and how much variation is there among them?